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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,417 | $73,848-76.4% | $143,799-87.9% | $68,486-74.6% |
| Participation rate | 10.5% | 66.7%-56.1pp | 80.3%-69.8pp | 67.9%-57.4pp |
| Annual return | 612.80% | 0.91%+611.9pp | -0.04%+612.8pp | -7.85%+620.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $527 | $3,385-84.4% | $5,638-90.7% | $4,028-86.9% |
| Admin fee / account holder | $5,774 | $5,755+0.3% | $14,677-60.7% | $5,404+6.8% |